+1,115.0%
RSP vs CAKE
+562.9%
+552.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -0.4% | -1.1% | +0.7% | -0.1% |
| 30D | -1.5% | +0.4% | -1.9% | -1.9% |
| 3M | +4.8% | +59.9% | -55.1% | -9.3% |
| 6M | +10.3% | +75.1% | -64.8% | -7.6% |
| YTD | +14.1% | +115.0% | -101.0% | -10.3% |
| 1Y | +17.0% | +81.6% | -64.6% | -3.7% |
| 3Y | +54.2% | +279.1% | -224.9% | -1.0% |
| 5Y | +51.5% | +170.6% | -119.1% | +2.5% |
| 10Y | +204.4% | +160.3% | +44.1% | +75.9% |
| All | +1,115.0% | +562.9% | +552.1% | +294.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CAKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling